DFX Intelligence

A••••• M••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

A••••• M••••• S•••••••

Advisor at T•• W••••• B•••••••

Greenville, SC | CHESTER, NJ

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Search this name across graphsid dfx:ria:02af3e1e-f0c6-17e8-afa4-7972d5f1271c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•• W••••• B•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• B•••••••	Independent wealth	Apr 18, 2023	n/a	yes	CHESTER, NJ\|Greenville, SC	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Dec 3, 2019	Apr 19, 2023	no	Greenville, SC\|CORNELIUS, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	T•• W••••• B•••••••	Apr 19, 2023	Apr 18, 2023	-1	Firm change	RIA to RIA
R•••• I••••••••• A••••••• L••	A•••••••• C•••••• M•••••••••	Nov 26, 2019	Dec 3, 2019

Relationships

Registered with (3)

→ T•• W••••• B•••••••Registered adviserregistration: current employment
Apr 18, 2023 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Dec 3, 2019 to Apr 19, 2023factForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Apr 17, 2018 to Nov 26, 2019factForm ADV

Dated events

Occurred
Apr 19, 2023
Advisor changed firm
A••••• M••••• S••••••• left A•••••••• C•••••• M••••••••• for T•• W••••• B••••••• (registered 2023-04-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02af3e1e-f0c6-17e8-afa4-7972d5f1271c
First observed: Apr 17, 2018
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.